Playbook Opt-In Walkthrough
Click through the playbook opt-in flow step by step: open the Shop, complete the launch checklist, confirm the total cost, and deploy your Meta campaigns.
For workspace owners (franchisees)
Hub admins can preview a playbook but cannot opt in from the Hub context. Switch to a workspace first, then follow these steps. (If the Hub Admin user selected the playbook to Deploy Immediately, then there will not be workspace opt-ins)
Opting in to a playbook lets your location run a campaign your Hub has already built and approved. You confirm the schedule, budget, and creative, then Flamel deploys the Meta campaigns for you.
Opt In To a Playbook
Open the Playbook Shop
Go to Social Media Ads, then Shop Playbooks. This is where you browse everything your Hub has published for your location.
Click Opt In On a Playbook
Each card shows the recommended budget, the schedule, and ad previews. If you want the full description before deciding, click View Details first, then Opt In when you are ready.
Select the Job to Promote (Recruitment Playbooks Only)
A recruitment playbook opens with Select the job to promote. Pick one of your location's open CareerPlug jobs. The ad copy fills in that job's title, salary, and location for you.
If the posting leaves out a detail the ad copy uses, Flamel warns you and shows a box for each missing detail. Type the values, because this step blocks the opt-in until it is complete.
For the full guide, read Recruitment playbooks.
Set the Schedule
The Schedule section appears for evergreen playbooks or when your Hub left the schedule open. Depending on the Hub settings, you may be able to set start date / end date / duration.
Schedule rules
The start date must be at least 24 hours out. An end date is required when you are using a Lifetime budget.
Your campaign starts on the date you pick, in the ad account's timezone.
Choose Your Budget
Pick Use Recommended unless you have a specific reason to deviate:
- First time running this playbook: use the recommended budget.
- Past performance was strong: increase 20 to 30 percent above recommended.
- High-traffic season (holidays, grand opening): increase 30 to 50 percent.
- Testing a new market: start at the recommended budget.
Lifetime vs Daily
Choose Lifetime for fixed promotions that have a clear end date. Choose Daily for ongoing presence with consistent daily pacing.
If your Hub locks budget control, this section does not appear. You see the amount your Hub set, and you cannot submit a different one. A saved draft that holds an older amount is replaced by your Hub's current amount when you reopen it. If a different amount still reaches Flamel, the opt-in window shows "This playbook does not allow workspace budget control" and nothing deploys. A Hub editor can still change the amount from Manage Opt-In.
Flamel also checks the ad platform's minimum for the dates you picked, before it saves the opt-in. Meta needs about $1 per ad set per day, so a longer flight needs more money. A budget below that minimum is refused with the amount you need, for example "Budget must be at least $14.00 for the selected schedule".
Pick Your Creative Source
Your creative can come from one of three sources:
- Playbook-Level: use the Hub's pre-approved media. Nothing to upload.
- Workspace-Level: upload your own media. Your Hub reviews it before the campaign deploys.
- Boosted Posts: boost an existing organic post from your location.
As a workspace opt-in, if it is set at the Playbook-level - then there's nothing for you to do!
If it's set at the workspace level, you can choose your media. Follow the Workspace Media guide below.
If it's set as Boosted Posts, you'll be using one of your organic posts. Follow the Boosted Post as Media guide below.
Upload Media (Workspace-Level Only)
If you chose Workspace-Level, upload at least one image per ad.
Accepted formats: JPG, PNG, GIF, and WebP, up to 8MB each. You will see tabs for Marketing, Square, and Logo sizes. Fill the tabs your Hub specifies.
Answer the Questions
Required questions are marked with an asterisk. Be specific, because your answers affect targeting and follow-up.
Just Answering Questions, No Ads?
If you only need to answer questions without launching ads, check I'm not interested in ads at this time at the bottom of the Questions section.
Review and Submit
Confirm the ad previews show your location's name and details. Spot-check the targeting (radius, age, audience) and the final budget. When everything looks right, click Opt In.
Confirm the Cost
Flamel opens a Confirm opt-in window before it sends anything. This is the amount you agree to pay, so read every line.
| Line | What it Means |
|---|---|
| Campaign period | Your start and end dates. An open-ended run reads ongoing. |
| Selected ad budget | The amount that goes to the ad platform. |
| Your Hub's fee | The percent your Hub charges on ad spend, and what that percent adds. |
| Total | The ad budget plus the fee. |
Your Hub names its own fee, and the default name is Management Fee. On an open-ended daily run, all three amounts show a per-day value.
Click Confirm opt-in. Flamel creates your Meta campaigns automatically, shows deployment progress, then a confirmation.
Does your Hub charge a fee?
A Hub with no fee shows only the campaign period and the selected ad budget. The fee line and the total line do not appear.
Flamel Holds the Amount You Confirmed
Flamel records the amount you confirm in the Confirm opt-in window. Before Flamel sends any budget to the ad platform, it compares the total against that record.
If a launch would put more than your approved total on the ad platform, Flamel stops it and sends nothing. A retry or an evergreen re-run cannot commit your money a second time.
If you change only the media on a running opt-in, your approved budget stays the same.
Statuses After You Submit
| Status | What it Means | What to Do |
|---|---|---|
| Deploying | Flamel is creating your Meta campaigns | Wait 1 to 2 minutes |
| In Review | Hub is reviewing your media | Wait for approval or a change request |
| Active | Campaign is live | Monitor in My Playbooks |
| Changes Requested | Hub asked for media updates | Click Update and Resubmit |
| Failed | Deployment hit an error | Retry, or contact support |
Re-Running an Evergreen Playbook
When an evergreen campaign completes, the card shows Opt In Again with your previous schedule duration and budget pre-filled. Confirm or adjust the schedule and budget, then submit.
You no longer have to wait for the current run to finish. If your new run starts before the current run ends, Flamel does not launch a second campaign. It completes the current run and updates the same campaign with the details of your new opt-in. The Confirm opt-in window says so before you submit: "This starts before your current run ends, so it will replace it."
An opt-in that waits for Hub review also stops blocking a second run on different dates. Flamel keeps both opt-ins and asks your Hub to check the schedules before they approve either one.
For Meta playbooks, you also choose how the re-run deploys:
- Reuse the existing campaign (default): Flamel keeps the same Meta campaign and updates its budget and schedule in place. Reusing the campaign preserves Meta's learning from the previous run, so delivery ramps back up faster.
- Start a fresh campaign: Flamel creates a new campaign labeled with the next run number (Run 2, Run 3, and so on). If the previous run is still delivering, Flamel pauses that prior campaign automatically, so only one campaign spends at a time. Choose this when you want cleaner, per-run analytics and do not mind Meta relearning delivery from scratch.
Some playbooks allow stacking. On those, the Confirm opt-in window says the new run launches as its own campaign and your current run keeps running unchanged.
Google Ads playbooks are not affected by this choice and always deploy a fresh run.
Troubleshooting
- Submit button is disabled: a required checklist item is not done. Check the sidebar for empty circles.
- Images will not upload: JPG, PNG, GIF, or WebP only, max 8MB each.
- Shop is empty: your Hub has not published any playbooks yet. Ask them.
- "Budget must be at least ... for the selected schedule": raise the budget to that amount, or shorten the schedule.
- "This playbook does not allow workspace budget control": your Hub locked the budget. Ask your Hub to change the amount.
- No jobs in the recruitment list: post the job on CareerPlug first. The job feed refreshes every hour.